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HFM Investment Advisors’s First Horizon FHN Stock Holding History

HFM Investment Advisors’s Portfolio FHN Stock Details FHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.72K Buy
67
+36
+116% +$878 ﹤0.01% 520
2026
Q1 		$706 Hold
31
– – ﹤0.01% 536
2025
Q4 		$741 Hold
31
– – ﹤0.01% 561
2025
Q3 		$701 Hold
31
– – ﹤0.01% 514
2025
Q2 		$657 Buy
31
+22
+244% +$419 ﹤0.01% 546
2025
Q1 		$175 Buy
+9
New +$185 ﹤0.01% 671

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.61B AUM 11.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HFM Investment Advisors's FHN Position: Q2 2026 in Review

HFM Investment Advisors increased its First Horizon (FHN) stake by 116% in Q2 2026, buying an estimated $878 and bringing the position to 67 shares worth $1.72K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

HFM Investment Advisors first reported a position in FHN in Q1 2025 and has held it in 6 quarters since. 671 funds tracked by Wall St. Rank hold FHN as of Q2 2026.

  • HFM Investment Advisors held 67 shares of First Horizon worth $1.72K as of Q2 2026.
  • HFM Investment Advisors bought 36 First Horizon shares in Q2 2026, an estimated $878.
  • First Horizon made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #520 holding.
  • HFM Investment Advisors first reported a position in First Horizon in Q1 2025 and has held it in 6 quarters since.
  • 671 funds tracked by Wall St. Rank held First Horizon as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.